Vanguard Advisers Inc
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About this Advisor
Lee Mann is a certified financial planner based in Charlotte, North Carolina. Currently a registered financial advisor at Vanguard Advisers Inc, they have accumulated 11 years of professional experience in the financial advisory industry. Mann holds a Series 63 license, designating them as a securities representative. Mann is able to serve investors in North Carolina and Texas. The advisor has gained experience at Nc State University, The Vanguard Group, Inc, York Properties and River Run Country Club. Vanguard Advisers Inc is based out of Charlotte, North Carolina, and operates out of three other offices in the United States. As a registered advisory firm, Vanguard Advisers Inc manages $151 billion in assets throughout 661,667 client accounts and retains more than 878 people. The level of assets currently under the firm's management places it among the biggest firms in the United States. The firm manages 661,632 accounts on a discretionary basis, in which the advisor makes all of the buying and selling decisions on the client's behalf. Currently 4% of the investment firm's customers are high-net-worth individuals, meaning they have over $1 million in assets. Vanguard Advisers Inc can offer financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients and selection of other advisers. The firm may charge clients asset-based and fixed fees.
Certifications and Registrations
Years of Experience
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Vanguard Advisers Inc Brokerage Details
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Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Selection of other advisers
Lee Mann Work History
Lee has 11 years of experience.
The Vanguard Group, Inc
River Run Country Club
Nc State University
Nc State University
Lee Mann has no disclosures.
Please visit their SEC profile for more details.